Q2 2014 13F Holders as of 6/30/2014
-
Type / Class
-
Equity / US BRD MKT ETF
-
Number of holders
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136
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Total shares
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12.8M
-
Shares change
-
+138K
-
Total reported value, excl. options
-
$610M
-
Value change
-
+$6.83M
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Put/Call ratio
-
0.98
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Number of buys
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81
-
Number of sells
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-47
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Price
-
$47.72
Significant Holders of SCHWAB STRATEGIC TR - US BRD MKT ETF (SCHB) as of Q2 2014
138 filings reported holding SCHB - SCHWAB STRATEGIC TR - US BRD MKT ETF as of Q2 2014.
SCHWAB STRATEGIC TR - US BRD MKT ETF (SCHB) has 136 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 12.8M shares
.
Largest 10 shareholders include PLANNING ALTERNATIVES LTD /ADV (1.81M shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (1.62M shares), ENVESTNET ASSET MANAGEMENT INC (1.37M shares), Retirement Planning Group (959K shares), Destination Wealth Management (729K shares), HT Partners LLC (632K shares), HENGEHOLD CAPITAL MANAGEMENT LLC (610K shares), Financial Advisory Service, Inc. (510K shares), MORGAN STANLEY (347K shares), and Apriem Advisors (318K shares).
This table shows the top 136 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.